Macro & Economic

Tony is best known for the practical application of macro data.  He will use his 30 years of experience to evaluate what data matters and how you can apply it to your investment process.

Weekly credit indicators update

Our weekly check of credit reinforces our view that any correction should be bought.  Remember, recessions happen when companies need money and don’t have access to it or can’t afford…

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Credit indicators update

Our weekly check of credit conditions continues so show no signs of stress in the credit markets which is one of the factors that kept us from getting overly negative…

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